Financial Analyst/Accountant

Posted Nov 15

UpKeep is the leading cloud-based Asset Operations Management software developed to revolutionize the way teams manage facilities and maintenance work. We provide mobile-first SaaS solutions, Industrial IoT sensors, data analytics tools, advanced enterprise integrations, and top-notch professional services. Our innovative technology is modernizing workflows and maximizing operational efficiency for over 3,000 customers including Shell, Yamaha, Unilever, McDonalds, Subway, Pepsi, and Marriott!

We're a Series B tech startup with 100+ team members across the US. We've been recognized as a "Best Place to Work" multiple years in a row by fostering an inclusive and mission-driven culture. In addition to stock options and great benefits, our people have the flexibility to work remote. UpKeep is ranked the #1 Facility Management software on Gartner, #1 Maintenance Management software on G2 Crowd, FrontRunners on Software Advice, and CMMS Leader on IDC MarketScape.

POSITION SUMMARY

Our Accountant will perform monthly general ledger activities in accordance with GAAP and Statutory rules. Accountant performs accounting activities and analysis by utilizing hands-on accounting experience and understanding of accounting principles and company practices. The role will require a self-starter, comfortable with ambiguity and be able to create and maintain efficient & automated processes.

This role requires strong analytical acumen, cognitive flexibility, technical accounting skills, and a keen attention to detail. This role has daily interaction with other departments across the company therefore it requires advanced verbal and written communication skills.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

Assist in preparation of consolidated financial statements balance sheet, income statement, and other financial statements according to GAAP.
Responsible for preparing monthly accounting journal entries including fixed assets, credit cards, expense accruals, and revenue.
Responsible for Payroll and commissions journal entries and reconciliations, works directly with the manager to explain compensation fluctuations.
Prior payroll experience is preferred should this individual need to back up the Payroll processing.
Assist in preparing and filing statutory accounts and tax returns, liaison with tax vendors
Perform complex general ledger reconciliations to source documents and research variances.
Respond to accounting inquiries by researching and interpreting accounting policy and regulations.
Collaborate to support reporting, automation, and process improvement across the organization.
Perform daily cash reconciliations.
Assist with the annual external consolidated GAAP audit, tax compliance and other regulatory requirements.
Initiate, drive and implement improvements of processes; constantly look to invent and simplify.
Leverage your knowledge of the business to provide input on reporting improvements based on your experience.
Leverage the broad range of UpKeep’s data resources and know how, when, and which to use.
Collaborate with other accountants on the team in answering financial questions.

EXPERIENCE

Requires a Bachelor’s degree in Accounting from an accredited institution.
Minimum of 2+ years of related experience.

KNOWLEDGE

Working knowledge of ERP Systems, Planning Systems, Payroll and Power BI.
Advanced verbal and written communication skills.
Proven analytical and financial reporting skills using Excel, Google Worksheets, including advanced formula writing using functions, and data analytic skills.
Experience generating reporting to support finance and business

DESIRED BEHAVIORS

Receptive to change – is flexible. Seeks and adopts improved approaches and processes.
Initiates action – is results oriented, takes responsibility for actions and outcomes. Meets commitments and strives for high performance.
Manages the workload - makes timely decisions, prioritizes effectively, solves problems, monitors results and takes remedial action where necessary.
Technically proficient – able to apply the technical knowledge and skills required in the job role and responsibilities in order to achieve the expected outputs.
Takes responsibility for own learning - knows personal strengths, recognizes development needs, and takes action to improve. Is open to feedback and always seeks to learn.
Communicates ideas – respectfully exchange information and proposes a way forward. Listen to views of colleagues and take in diverse perspectives.
Works collaboratively – shares knowledge and information, fosters teamwork and contributes to a positive work environment where people want to come to work.
Display ethical character and competence - acts with integrity and intent, is accountable for own actions, behaves according to the company values.
Act as a good citizen of UpKeep.

At UpKeep, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. UpKeep is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation or Veteran status.

Even if you don’t meet all of the requirements listed here, we still encourage you to apply. Your personal and professional experience may be relevant beyond what a list of requirements will capture.

Employee Benefits:

Full-time team members at UpKeep are offered affordable medical, dental, and vision insurance for themselves and their families, HSA with employer paid contribution, optional FSA, Life Insurance, 11 paid annual holidays, unlimited paid time off, 10 days of sick time per year, ability to enroll in our 401(k) plan, 12-week paid parental leave, Employee Assistance Program, Modern Health for mental health resources, and the flexibility to work from home. We value work-life-harmony and believe that family and mental health should always come first.

Company History & Product:

UpKeep was founded in 2014 by our CEO, Ryan Chan, based on an idea he had while using outdated desktop software as a Process Engineer in a manufacturing plant. He believed a mobile-first solution could significantly improve the productivity of the technicians he was working with. He was determined to build on this vision— so he quit his job, learned to write code, and created the first version of UpKeep from his family's garage!

Today, our cloud-based Software-as-a-Service (SaaS) and cutting edge Industrial IoT sensors solve problems for thousands of businesses around the world. Our Asset Operations Management solutions, coupled with powerful cloud ecosystems, empower maintenance and facilities teams to achieve their digital transformation goals. We are providing meaningful value to an underserved, blue-collar workforce by streamlining workflows, improving collaboration, and making it easy to manage work orders and projects from anywhere, anytime!

We've raised $50 million in venture capital following a recent Series B funding round led by Insight Partners, Emergence Capital, Mucker, and Y Combinator. We're also building The Maintenance Community, the largest online forum and Slack group bringing industry professionals together to participate in discussions, webinars, podcasts, and courses.

Learn More!